Best Ideas List for January 2019
The Best Ideas list is a compilation of stock ideas sourced from Morningstar’s global equity research team. With more than 100 analysts covering...
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Vodafone IDEA, the Gloom Intensifies. Another Capital Raising: Too Little, Too Late?
We have written extensively on the trials and tribulations of the Indian telecom market. Oh how the Birla family must wish they had taken one of...
711 Views
Vodafone IDEA Viability in Question. We Think They Need an $8-9bn Equity Injection..
The performance of the recently merged Vodafone IDEA (IDEA IN) is deteriorating. In 1Q the merged entity lost 9.6m customers, 1.9% of revenue share...
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This Week in Asian Telcos: China Tower IPO the Key Event to Watch Out For
A quick tour of news flow in the Asian telco space in the past week. China: China Tower IPO, SOE reform and 5GChina Tower IPO: The massive China...
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Jio Pressure Remains Intense on Incumbent Indian Telcos
We wrote recently about the pressure on Vodafone's (VOD LN) Indian subsidiary's merger with IDEA (IDEA IN). The combined business, assuming the...
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